Free Guide
Gathering Customer Data
Earn More Qualified Leads and Customers with These Strategies for Collecting Meaningful Customer Data
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Free Guide
Gathering Customer Data
Earn More Qualified Leads and Customers with These Strategies for Collecting Meaningful Customer Data
Fill out the form to get your free download.
settings
settings
settings
Get the guide
By submitting this form, I agree to the terms in Ontraport's Privacy Policy.

Getting your target market to pay attention to your brand is becoming increasingly difficult.

With the combination of competing products and services available at the click of a button and shortened consumer attention spans, marketers and salespeople must get creative to capture their distracted audiences’ attention. The strategy that’s working? Collecting and segmenting customer data so that you can give each contact a personalized experience with your brand.

In The Guide to Gathering Customer Data, you’ll find out the importance of customer data, what information to collect, how to collect it with a CRM platform, and best practices for creating forms that capture customer information.
  • Best practices for collecting customer data so that you get the most valuable information out of your web forms

  • Which types of forms to use at each phase of the customer lifecycle to increase your chances of conversion

  • Examples of different sources you can gather data from so you can maximize your collection reach

  • How to store your customer data so that it’s all accessible in one place

  • Strategies for automating your customer data collection so that leads and customers have a consistent and positive experience

  • Tips for setting up forms that align with your business goals so responses move your business forward

Getting your target market to pay attention to your brand is becoming increasingly difficult. 

With the combination of competing products and services available at the click of a button and shortened consumer attention spans, marketers and salespeople must get creative to capture their distracted audiences’ attention. The strategy that’s working? Collecting and segmenting customer data so that you can give each contact a personalized experience with your brand.

In The Guide to Gathering Customer Data, you’ll find out the importance of customer data, what information to collect, how to collect it with a CRM platform, and best practices for creating forms that capture customer information.
  • Best practices for collecting customer data so that you get the most valuable information out of your web forms

  • Which types of forms to use at each phase of the customer lifecycle to increase your chances of conversion

  • Examples of different sources you can gather data from so you can maximize your collection reach

  • How to store your customer data so that it’s all accessible in one place

  • Strategies for automating your customer data collection so that leads and customers have a consistent and positive experience

  • Tips for setting up forms that align with your business goals so responses move your business forward
Collecting customer data helps you know each customer more individually and treat them that way, and the info you glean from them can empower you to craft offers that increase purchase rates at higher margins while also delivering better value to the customers because they’re getting things they want.”
Jeff Tanner - Professor of Marketing, Baylor University

Frequently Asked Questions

How do I know if Ontraport is the best CRM software for me?

When you’re shopping for a platform for your business, you’ll want to take your entire business into account — not just your CRM needs. Whether you choose Ontraport or not, we recommend making sure the platform you choose includes the following features, at the very least:
  • A website or page builder to share your business with the world online
  • A system for capturing leads and sending marketing emails
  • An automated sales pipeline that keeps your deals moving
  • A payment processing tool to collect orders and charge credit cards/li>
Of course, you’ll probably need more sophisticated tools as your business continues to grow. With Ontraport, you’ll have everything you need now and in the future — all under one roof.

Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).

What kind of data can I collect and store with Ontraport’s customer relationship management software?

You can use Ontraport’s CRM platform to track, store and organize all your business data in one place! Our advanced contact tracking captures every page visit, link click, form fill-out, purchase and much more. You can even use custom record types to manage your sales deals and companies, events and attendees, teachers and students and any other data you use to run your business.

Is Ontraport the best CRM for small businesses?

We built our CRM software for small business owners like you who are ready to scale. Our features will grow with you, and you’ll never end up with a price tag that’s disproportionate to your business size. From the moment you sign up, we consider ourselves as a partner in your business, offering you over-the-top helpful support and setup services to make sure you have what you need to grow for the long haul.
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